15 days old
2018-08-022018-08-31

Sr Technical Specialist-Tempe, Arizona

Edward Jones
Tempe, AZ
  • Job Code
    30548BR
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

The leveraging of technical, analytical, and research skills in a highly regulated role.

- High school diploma or equivalent required. Bachelor's degree preferred.
- 5+ years of experience in the financial services industry or related field is required (or) 5+ years of relevant system knowledge and experience is required. Strong understanding of business and specific regulations is required within 6 months.
-Series 7 and Series 66 required within 12 months.
- Must have strong time management and organizational skills with the ability to multi-task, independently learn new processes, prioritize and delegate a heavy workload in order to be able to fulfill all the roles within the area.
- Strong analytical skills required with proficiency in creating complex spreadsheets and formulas, advanced skills running Hyperion queries creating and analyzing reports, using internet reference material and external resources to proactively develop measures, make decisions or to manage ongoing controls for the business area.
- Understand the firm's supervisory controls and procedures and utilize software such as Microsoft Word, Excel, and database tools, query tools such as Hyperion and Web Focus to identify trends, correlations and assist Compliance with regulatory investigations.
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Takes initiative; motivated self- starter and detailed oriented; able to meet deadlines while working both independently and collaboratively, and possibly remotely.







Sponsored by:
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Sponsored by:
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Sr Technical Specialist-Tempe, Arizona

Edward Jones
Tempe, AZ

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